EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $194M
1-Year Est. Return 19.16%
This Quarter Est. Return
1 Year Est. Return
+19.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
-$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,124
New
Increased
Reduced
Closed

Top Buys

1
+$775K
2
+$611K
3
+$277K
4
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$261K
5
CI icon
Cigna
CI
+$239K

Top Sells

1
+$848K
2
+$812K
3
+$505K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$365K
5
EFSC icon
Enterprise Financial Services Corp
EFSC
+$364K

Sector Composition

1 Financials 15.32%
2 Consumer Staples 10.1%
3 Healthcare 7.97%
4 Industrials 5.97%
5 Technology 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$9K 0.01%
674
+240
552
$9K 0.01%
600
-56
553
$9K 0.01%
278
554
$9K 0.01%
342
-45
555
$9K 0.01%
872
+242
556
$9K 0.01%
380
557
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244
558
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187
559
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204
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214
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561
$8K 0.01%
1,618
-466
562
$8K 0.01%
643
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563
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665
564
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566
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238
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567
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568
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$8K 0.01%
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572
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574
$8K 0.01%
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575
$8K 0.01%
902
21 22
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